Purchases and Sales Made in Q1 2025 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD TOTAL STOCK MARKET ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-11.4K- 2.32% |
$3.09M - $3.45M
|
480K
$139M
|
|
|
May 14, 2025
Q1 2025
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-11.5K- 2.94% |
$3.12M - $3.48M
|
379K
$110M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-11.7K- 11.54% |
$3.17M - $3.55M
|
89.7K
$26M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-11.9K- 93.24% |
$3.24M - $3.62M
|
866
$251K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-12.1K- 5.92% |
$3.29M - $3.68M
|
193K
$55.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-12.3K- 7.8% |
$3.32M - $3.72M
|
145K
$42M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12.7K- 8.89% |
$3.44M - $3.85M
|
130K
$37.8M
|
|
|
May 15, 2025
Q1 2025
|
Wind River Trust CO
|
SELL
|
- |
-12.7K- 33.66% |
$3.45M - $3.85M
|
25K
$7.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-13.1K- 26.65% |
$3.54M - $3.96M
|
36K
$10.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-13.1K- 76.29% |
$3.56M - $3.98M
|
4.09K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-13.3K- 35.75% |
$3.59M - $4.02M
|
23.8K
$6.91M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-13.3K- 27.59% |
$3.62M - $4.04M
|
35K
$10.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-13.4K- 5.54% |
$3.63M - $4.06M
|
228K
$66.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.4K- 6.91% |
$3.64M - $4.07M
|
181K
$52.4M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-13.4K- 47.95% |
$3.64M - $4.07M
|
14.6K
$4.23M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-13.7K- 8.94% |
$3.71M - $4.15M
|
139K
$40.4M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-14.1K- 1.13% |
$3.83M - $4.28M
|
1.23M
$357M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-14.6K- 1.6% |
$3.95M - $4.42M
|
896K
$260M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-14.7K- 67.1% |
$3.98M - $4.45M
|
7.2K
$2.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-15.2K- 21.23% |
$4.13M - $4.61M
|
56.5K
$16.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.4K- 15.61% |
$4.16M - $4.65M
|
83K
$24.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15.4K- 24.52% |
$4.17M - $4.66M
|
47.3K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
SELL
|
- |
-16.9K- 6.52% |
$4.59M - $5.13M
|
243K
$70.4M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-17.1K- 7.68% |
$4.64M - $5.19M
|
206K
$59.7M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-17.7K- 16.98% |
$4.8M - $5.37M
|
86.6K
$25.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.5K- 26.23% |
$5.03M - $5.62M
|
52.2K
$15.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-19K- 48.85% |
$5.16M - $5.77M
|
19.9K
$5.78M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-19.5K- 5.14% |
$5.28M - $5.9M
|
359K
$104M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-19.7K- 2.97% |
$5.34M - $5.97M
|
643K
$186M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-20.1K- 8.22% |
$5.45M - $6.09M
|
224K
$65M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-20.3K- 82.78% |
$5.51M - $6.15M
|
4.22K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-20.3K- 63.59% |
$5.51M - $6.16M
|
11.6K
$3.37M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-21K- 62.8% |
$5.69M - $6.36M
|
12.4K
$3.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-21.1K- 18.51% |
$5.73M - $6.41M
|
93K
$27M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-21.7K- 15.76% |
$5.9M - $6.59M
|
116K
$33.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-21.8K- 2.4% |
$5.92M - $6.62M
|
888K
$258M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-23.1K- 44.09% |
$6.26M - $7M
|
29.3K
$8.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-23.4K- 61.68% |
$6.34M - $7.09M
|
14.5K
$4.22M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-23.6K- 12.84% |
$6.39M - $7.14M
|
160K
$46.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-24.8K- 71.36% |
$6.72M - $7.52M
|
9.95K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-25.9K- 93.42% |
$7.03M - $7.86M
|
1.83K
$530K
|
|
|
Apr 01, 2025
Q1 2025
|
Gp Brinson Investments LLC
|
SELL
|
- |
-26.2K- 8.13% |
$7.1M - $7.94M
|
296K
$85.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-26.2K- 12.92% |
$7.11M - $7.94M
|
177K
$51.2M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-27.5K- 10.62% |
$7.46M - $8.34M
|
232K
$67.2M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-29.1K- 78.02% |
$7.88M - $8.81M
|
8.19K
$2.37M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-31.6K- 77.63% |
$8.58M - $9.59M
|
9.12K
$2.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-32.6K- 10.36% |
$8.85M - $9.89M
|
283K
$81.9M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-32.7K- 6.03% |
$8.86M - $9.91M
|
509K
$148M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-34.2K- 3.78% |
$9.27M - $10.4M
|
870K
$252M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-34.6K- 4.06% |
$9.37M - $10.5M
|
818K
$237M
|